A Closser Email & Phone Number
President @ IPI Wealth Management, Inc.
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A Closser Location
- Cincinnati, OH, US
A Closser Work
- President @ (July 2017 - Present)
- _______________ @ (August 2015 - June 2017)
- PROVASI CAPITAL PARTNERS, LP @ (September 2010 - June 2017)
- ________________ @ (September 2010 - July 2015)
- ING @ (December 1998 - February 2009)
- _________________ @ (October 2007 - January 2009)
- _________________ @ (December 2003 - October 2007)
- _________________ @ (December 1998 - December 2003)
A Closser Education
- University of Nebraska-Lincoln
BS (Business Administration - Finance)
A Closser Skills
- Equities
- Fitness
- New Business Development
- ETFs
- Real Estate
- Strategic Planning
- Business Development
- Fixed Annuities
- FINRA
- Retirement
- Financial Advisory
- Series 24
- Asset Allocation
- Financial Services
- Retirement Planning
- Asset Management
- Securities
- Investment Advisory
- Wealth Management
- Investments
- Series 63
- Coaching
- Alternative Investments
- Sales
- Mutual Funds
- Series 7
- Securities Regulation
- Change Management
- Leadership
- Team Building
- Marketing
A Closser Summary
- A Closser, based in Cincinnati, OH, US, is currently a President at Investment Planners, Inc. -- IPI Wealth Management, Inc.. A Closser brings experience from previous roles at - Senior Vice President, National Accounts, VERTICAL CAPITAL MARKETS GROUP, LLC (Acquired 2015), - President / Vertical Capital Asset Management and Renamed: Voya Financial. A Closser holds a BS in Business Administration - Finance @ University of Nebraska-Lincoln. With a robust skill set that includes Equities, Fitness, New Business Development, ETFs, Real Estate and more. A Closser has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named A Closser
A Closser
President
Cincinnati, OH, US
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A Closser
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Gordy Roberts
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Lori Fuerstenberg
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Julie Applegate
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Michelle Hancock
Chief Operations Officer
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